DOSSIER · 13F-HR · Q1 2026

BAM Wealth Management, LLC

BAM Wealth's asset manager based in Boston, MA $134M in tracked AUM across 251 positions as of Q1 2026.

BW
BAM Wealth·Boston, MA·Asset Manager
CIK 0002093649 · last filed Mar 31, 2026
Total AUM
$134M
15.0%
vs prior
Holdings
251
positions
Whale Score
43
43
tracked
Activity
no data
changes this Q
Top sector
Financials
43% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

BAM Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BOND
PIMCO ETF TR
$6M67K4.6%
02
FFEB
FIRST TR EXCHNG TRADED FD VI
$5M83K3.5%
03
FJAN
FIRST TR EXCHNG TRADED FD VI
$5M91K3.4%
04
FDEC
FIRST TR EXCHNG TRADED FD VI
$5M91K3.4%
05
FMAR
FIRST TR EXCHNG TRADED FD VI
$4M93K3.4%
06
FNOV
FIRST TR EXCHNG TRADED FD VI
$4M84K3.4%
07
FOCT
FIRST TR EXCHNG TRADED FD VI
$4M92K3.3%
08
FSEP
FIRST TR EXCHNG TRADED FD VI
$4M85K3.2%
09
AAPL
APPLE INC
$4M16K3.1%
10
PYLD
PIMCO ETF TR
$4M139K2.7%

Filing history

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